Aprio Wealth Management
VOT icon

Aprio Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aprio Wealth Management’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.77M Sell
19,747
-2,039
-9% -$611K 0.26% 81
2026
Q2 		$6.67M Sell
21,786
-1,179
-5% -$340K 0.33% 67
2026
Q1 		$5.91M Sell
22,965
-1,869
-8% -$513K 0.32% 65
2025
Q4 		$6.93M Sell
24,834
-846
-3% -$242K 0.4% 53
2025
Q3 		$7.54M Sell
25,680
-9,244
-26% -$2.67M 0.75% 28
2025
Q2 		$9.9M Sell
34,924
-19,403
-36% -$5M 1.12% 19
2025
Q1 		$13.3M Buy
54,327
+10,223
+23% +$2.66M 1.67% 13
2024
Q4 		$11.2M Buy
44,104
+5,488
+14% +$1.41M 1.63% 13
2024
Q3 		$9.4M Buy
38,616
+2,699
+8% +$629K 1.5% 14
2024
Q2 		$8.24M Buy
35,917
+935
+3% +$214K 1.5% 12
2024
Q1 		$8.25M Buy
34,982
+5,517
+19% +$1.24M 1.62% 13
2023
Q4 		$6.47M Buy
29,465
+3,876
+15% +$775K 1.44% 17
2023
Q3 		$4.98M Buy
+25,589
New +$5.22M 1.37% 17

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Aprio Wealth Management's VOT Position: Q3 2026 in Review

Aprio Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.4% in Q3 2026, selling an estimated $611K and leaving 19,747 shares worth $5.77M. The position accounts for 0.26% of the portfolio, ranked #81.

Aprio Wealth Management first reported a position in VOT in Q3 2023 and has held it in 13 quarters since. The position peaked at $13.3M in Q1 2025. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Aprio Wealth Management held 19,747 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.77M as of Q3 2026.
  • Aprio Wealth Management sold 2,039 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $611K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.26% of Aprio Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $13.3M in Q1 2025.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.